Very intuitive and easy to follow step-by-step guide. Importing investment data (1099B, INT, DIV) from financial institutions was efficient, convenient and accurate. Importing data from W2s did not work but I suspect that perhaps has to do with the employer not participating in the ADP service. E-filing instructions and steps were very simple to follow. Overall an excellent product for all levels of users.
Customer Service is TOPS! Two calls resulted in full satisfaction with the two individuals answering my questions. Rodney, CSR, was one of the best I have ever encountered in any customer service role.
so much information on me that you already have that you chose not to pull in.
Best example: I chose to pay my federal amount owed from my checking account. you had the routing # and account # from prior years direct deposits and pre-populated it. But when I selected to have my state refund deposited (into same account) instead of pre-populating the routing # and account # you made me enter it. that's stupid.
Same with my charities. you had the addresses from last year but made me re-enter it. stupid.